Category: Investment Outlook
End of year wrap up
19 December 2022We saw broad and deep losses across asset classes in 2022, as investors feared slowing global growth and priced in sharply tighter monetary policy. Sky-high inflation forced interest rate hikes at the quickest pace in a generation,...
Central banks act as scrooges
16 December 2022Inevitably, much of what we write depends on the starting point, given that this has been an exceptionally volatile year, we opted to leave our prognostications as late as possible. This seemed a prudent stance, given the past...
Fed up before Christmas
9 December 2022One of the first principles of any sound investment process is to permit and nurture the discourse of differing opinions in order to generate the most robust insights and decisions possible. Unsurprisingly then, here at Tatton,...
Not so bad? Almost good
2 December 2022December has begun on a positive footing for investors. A renewed pivot in sentiment, with market participants choosing to focus on the positives rather than the negatives, has brought the third extended market upswing of 2022,...
Markets give thanks
25 November 2022The last week of November is generally a quiet one for markets. Many professional investors head back to family homes in the days before Thanksgiving, and will have already closed down their risk positions for the year. Few like...
Plugging the holes
18 November 2022The Autumn Statement, budget-in-all-but-name, had been sign posted as very likely to bring bad news to UK taxpayers, as the third Conservative government of this parliament changed course from Trussonomics back to Rishinomics....
Signs of ‘peak inflation’ emboldens markets
12 November 2022There were three big market-moving stories this week: the US midterm elections, the latest crash in the surreal world of crypto currencies, and the release of US inflation data for October. By Friday, it was the lower-than-expected...
Diverging paths and scary messages
4 November 2022Considering the gloomy news this week from central banks in the US and UK, investors enjoyed a decent enough start to November. Following on from the rebound over the second half of October, it has been welcome news that capital...
US slows, Europe’s outlook improves, UK back to start
28 October 2022The most turbulent October experienced by UK bond markets since 2008 is drawing to an end and one could easily get the impression nothing of significance happened. Sterling is back to where it traded just before that fateful 23...
The world beyond the UK
21 October 2022Given the volatility in UK politics over the week, broader capital markets felt like a sea of calm in comparison. As far as the outcomes from the political side are concerned, markets had already priced in the upside on sterling,...